Who owns PDF Solutions (PDFS)?
PDF Solutions' largest shareholders, according to SEC filings, are BlackRock (13.1%), Vanguard (8.1%) and John K. Kibarian (6.1%). In all, 110 holders named in SEC filings declare between 81.2% and 100.4% of its shares, and 178 smaller fund managers another 2.5%. Declarations overlap — the same shares can be reported twice — so the upper bound can exceed 100%.
PDF Solutions' largest shareholders
| Holder | Filing | Shares | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|---|
| BlackRock | 13F | 5.6M | 13.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Vanguard | 13F | 3.4M | 8.1% | Jun 30, 2026 | Q4 2019 or earlier |
| John K. Kibarian | 13G | 2.6M | 6.1% | Dec 31, 2025 | — |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 13F | 2.1M | 4.9% | Jun 30, 2026 | Q4 2019 or earlier |
| Kimon Michaels | Form 4 | 1.6M | 3.7% | Dec 9, 2025 | — |
| State Street | 13F | 1.4M | 3.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Wasatch Advisors LP | 13F | 1.4M | 3.3% | Jun 30, 2026 | Q1 2022 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 13F | 1.3M | 3.1% | Jun 30, 2026 | Q1 2026 |
| Ranger Investment Management, L.P. | 13F | 1.1M | 2.7% | Jun 30, 2026 | Q1 2020 |
| SNYDER CAPITAL MANAGEMENT L P | 13F | 1.0M | 2.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Janus Henderson | 13F | 927,781 | 2.2% | Jun 30, 2026 | Q1 2023 |
| JPMorgan | 13F | 927,267 | 2.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Geode Capital | 13F | 917,962 | 2.2% | Jun 30, 2026 | Q4 2019 or earlier |
| EMERALD ADVISERS, LLC | 13F | 884,294 | 2.1% | Jun 30, 2026 | Q2 2022 |
| Dimensional | 13F | 841,186 | 2.0% | Jun 30, 2026 | Q4 2019 or earlier |
| JENNISON ASSOCIATES LLC | 13F | 716,075 | 1.7% | Jun 30, 2026 | Q2 2026 |
| Atreides Management, LP | 13F | 658,536 | 1.6% | Jun 30, 2026 | Q2 2026 |
| LOOMIS SAYLES & CO L P | 13F | 643,268 | 1.5% | Jun 30, 2026 | Q2 2025 |
| Ophir Asset Management Pty Ltd | 13F | 607,343 | 1.4% | Jun 30, 2026 | Q4 2025 |
| Point72 | 13F | 598,902 | 1.4% | Jun 30, 2026 | Q2 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 13F | 566,429 | 1.3% | Jun 30, 2026 | Q2 2022 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 13F | 554,226 | 1.3% | Jun 30, 2026 | Q2 2020 |
| Samjo Management, LLC | 13F | 548,285 | 1.3% | Jun 30, 2026 | Q4 2023 |
| Silverberg Bernstein Capital Management LLC | 13F | 465,823 | 1.1% | Jun 30, 2026 | Q4 2023 |
| OBERWEIS ASSET MANAGEMENT INC/ | 13F | 426,400 | 1.0% | Jun 30, 2026 | Q2 2026 |
PDF Solutions ownership breakdown
110 holders named in SEC filings declare between 81.2% and 100.4% of PDF Solutions' shares outstanding, as of Aug 31, 2026. The largest are BlackRock (13.1%), Vanguard (8.1%) and John K. Kibarian (6.1%); the five largest hold 35.9% together. Another 178 institutions hold small positions worth 2.5%. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 24.2% and sold 8.8% of the shares, a net purchase of 15.5%; 89 opened a position, 86 added, 62 reduced and 19 sold out. Biggest buyers: JPMorgan (+912,599 shares) and Wasatch Advisors LP (+873,002 shares). Biggest sellers: WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (-701,333) and Ophir Asset Management Pty Ltd (-530,006). Schedule 13D/G filings since Mar 31, 2026: Advantest America, Inc. sold out on May 15, 2026. Directors and officers, from their latest Form 4: Kimon Michaels (3.7%). Over time, 267 managers declared PDF Solutions in their 13F for Q2 2026, against 105 for Q4 2019: together at most 93.6% of the shares outstanding, against 67.4%.
PDF Solutions institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 105 | 67.4% | $415.6M | 51.2% |
| Q4 2020 | 110 | 70.2% | $555.5M | 51.4% |
| Q4 2021 | 127 | 70.3% | $834.5M | 50.9% |
| Q4 2022 | 146 | 70.6% | $752.4M | 49.9% |
| Q4 2023 | 194 | 73.6% | $907.8M | 57.0% |
| Q4 2024 | 175 | 73.0% | $766.0M | 57.1% |
| Q4 2025 | 182 | 77.5% | $874.0M | 60.9% |
| Q2 2026 | 267 | 93.6% | $2.6B | 64.9% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.
Questions about PDF Solutions' shareholders
Who is the largest shareholder of PDF Solutions?
BlackRock, with 13.1% of PDF Solutions' shares (5.6 million shares), according to its 13F filing for the quarter ended Jun 30, 2026.
What is PDF Solutions' institutional ownership?
In their 13F filings for Q2 2026, 267 fund managers declared PDF Solutions shares: at most 93.6% of the shares outstanding — an upper bound, since two managers can report the same shares. With large shareholders (Schedule 13D/G) and directors and officers (Form 4), 110 named holders declare between 81.2% and 100.4% of the shares.
How much of PDF Solutions does Vanguard own?
Vanguard declared 3.4 million shares, 8.1% of PDF Solutions' shares, in its 13F filing for the quarter ended Jun 30, 2026, up 0.89 percentage points from its previous filing (Mar 31, 2026).
How much of PDF Solutions does NEEDHAM INVESTMENT MANAGEMENT LLC own?
NEEDHAM INVESTMENT MANAGEMENT LLC declared 2.1 million shares, 4.9% of PDF Solutions' shares, in its 13F filing for the quarter ended Jun 30, 2026, up 0.10 percentage points from its previous filing (Mar 31, 2026).
How much PDF Solutions stock does John K. Kibarian own?
John K. Kibarian declared 2.6 million shares, 6.1% of PDF Solutions' shares, in a Schedule 13G as of Dec 31, 2025.
Who bought and sold PDF Solutions stock last quarter?
From Mar 31, 2026 to Jun 30, 2026, fund managers that filed both quarters bought 24.2% of PDF Solutions' shares and sold 8.8%: 89 opened a position and 19 sold out. Biggest buyers: JPMorgan (+912,599 shares), Wasatch Advisors LP (+873,002 shares) and JENNISON ASSOCIATES LLC (+716,075 shares). Biggest sellers: WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (−701,333 shares), Ophir Asset Management Pty Ltd (−530,006 shares) and Samjo Management, LLC (−371,670 shares).
Who owns the other AI companies? The largest shareholder of each, from SEC filings.